Midwest Wealth Management’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $1.27M | Buy |
40,658
+2,814
| +7% | +$88.2K | 0.77% | 71 |
|
2021
Q4 | $1.26M | Buy |
37,844
+2,471
| +7% | +$82.5K | 0.79% | 68 |
|
2021
Q3 | $1.05M | Buy |
35,373
+1,851
| +6% | +$54.9K | 0.72% | 74 |
|
2021
Q2 | $895K | Buy |
33,522
+4,645
| +16% | +$124K | 0.64% | 74 |
|
2021
Q1 | $796K | Buy |
28,877
+5,716
| +25% | +$158K | 0.65% | 71 |
|
2020
Q4 | $638K | Buy |
+23,161
| New | +$638K | 0.58% | 72 |
|